Middleton & CO Inc has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $911 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59.1M, Alphabet Inc. with a value of $55M, Amazon Com Inc with a value of $54.2M, Broadcom Inc. with a value of $44.5M, and Ishares Core S&P 500 ETF with a value of $31.5M.
Examining the 13F form we can see an increase of $36.4M in the current position value, from $875M to 911M.
Below you can find more details about Middleton & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$911 Million
Technology: $268 Million
ETFs: $112 Million
Healthcare: $104 Million
Financial Services: $92.9 Million
Consumer Cyclical: $86.8 Million
Communication Services: $75.5 Million
Industrials: $54.2 Million
Consumer Defensive: $41.8 Million
Other: $76.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
